Fund Holdings

Stonehearth Capital Management, LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
BARCLAYS BANK PLC(DJP)0152,846+152,84607,358,0062.91%+7,358,006
SCHWAB STRATEGIC TR646,819643,261-3,55817,742,24519,735,2477.82%+1,993,002
SPDR INDEX SHS FDS
ST PORT MARK ETF
034,038+34,03801,596,7230.63%+1,596,723
NEW YORK LIFE INVESTMENTS ET
MERGE ARBIT ETF
017,408+17,4080632,7810.25%+632,781
EXXON MOBIL CORP9,7859,750-351,177,5271,654,1850.66%+476,658
AMERICAN CENTY ETF TR71,67973,775+2,0965,520,7175,944,7902.35%+424,073
EOG RES INC(EOG)02,157+2,1570311,8370.12%+311,837
SPDR INDEX SHS FDS
ST STR PO EX ETF
06,193+6,1930282,7100.11%+282,710
TENET HEALTHCARE CORP(THC)01,297+1,2970244,7570.10%+244,757
QUALCOMM INC(QCOM)01,782+1,7820229,4860.09%+229,486
SMITH A O CORP(AOS)03,217+3,2170212,1290.08%+212,129
BP PLC(BP)04,337+4,3370203,8380.08%+203,838
GE VERNOVA INC(GEV)932919-13609,127802,1950.32%+193,068
JOHNSON & JOHNSON(JNJ)2,7452,7450567,974670,8660.27%+102,892
MERCK & CO INC(MRK)2,3612,828+467248,519340,1800.13%+91,661
VERIZON COMMUNICATIONS INC(VZ)11,37410,999-375463,277552,1670.22%+88,890
ISHARES INC
CORE MSCI EMKT
25,51925,687+1681,715,3871,791,6680.71%+76,281
RTX CORPORATION(RTX)7,8687,86801,443,0731,517,8230.60%+74,750
DEERE & CO(DE)5215210242,683293,6260.12%+50,943
COSTCO WHOLESALE CORPORATION(COST)3693690318,203367,6830.15%+49,480
LOCKHEED MARTIN CORP(LMT)500478-22241,593288,5960.11%+47,003
VANGUARD WHITEHALL FDS7,8277,82701,123,3311,159,1790.46%+35,848
PFIZER INC(PFE)11,64811,461-187290,045321,8350.13%+31,790
NORTHROP GRUMMAN CORP(NOC)458425-33260,892289,6360.11%+28,744
HARTFORD FDS EXCHANGE TRADED
MUN OPORTUNITE
23,60024,326+726922,996942,3890.37%+19,393
DOUBLELINE ETF TRUST
OPPO CORE BD ETF
8,0428,497+455372,863389,2480.15%+16,385
J P MORGAN EXCHANGE TRADED F
CORE PLUS BD ETF
7,2457,576+331343,051356,6780.14%+13,627
DICKS SPORTING GOODS INC(DKS)1,0301,087+57203,909215,5410.09%+11,632
STEEL DYNAMICS INC(STLD)2,2342,160-74378,629388,8820.15%+10,253
VANGUARD WELLINGTON FD1,5611,559-2298,541307,2790.12%+8,738
HARTFORD FDS EXCHANGE TRADED
TOTAL RTRN ETF
9,4669,810+344323,259330,9850.13%+7,726
ISHARES TR2,1162,201+85226,645233,6360.09%+6,991
NETFLIX INC.(NFLX)2,6802,6800251,277257,6820.10%+6,405
J P MORGAN EXCHANGE TRADED F
INTL BD OPP ETF
4,4314,622+191215,802221,0360.09%+5,234
ISHARES TR1,5531,5530326,658331,8300.13%+5,172
NORTHERN TR CORP(NTRS)1,5821,5820216,085220,8000.09%+4,715
LOEWS CORP(L)2,7002,7000284,337288,1980.11%+3,861
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
15,60515,595-101,171,1751,172,6080.46%+1,433
ALPS ETF TR
OSHARES US SMLCP
368,002368,027+2516,096,42916,097,5226.38%+1,093
KLA CORP(KLAC)299247-52363,378363,7690.14%+391
VANGUARD WELLINGTON FD6,3546,268-86843,684843,7350.33%+51
ISHARES TR
US TREAS BD ETF
41,80141,938+137962,468960,8000.38%-1,668
ISHARES TR3,7083,717+9241,057239,1890.09%-1,868
LOWES COS INC(LOW)1,2001,2000289,392283,5360.11%-5,856
ISHARES TR3,1263,078-48312,190305,5810.12%-6,609
BOYD GAMING CORP(BYD)3,0143,015+1256,913247,7730.10%-9,140
ABBVIE INC(ABBV)9209200210,211200,0910.08%-10,120
GOLDMAN SACHS GROUP INC(GS)278276-2244,362233,4930.09%-10,869
ISHARES TR
ESG AWR US AGRGT
24,50924,385-1241,172,7561,159,5070.46%-13,249
ISHARES TR5065060346,414330,3660.13%-16,048
NVIDIA CORPORATION(NVDA)1,8091,817+8337,379316,8850.13%-20,494
HOME DEPOT INC(HD)1,3961,3960480,364459,1300.18%-21,234
ALPHABET INC(GOOG)861862+1269,494247,9170.10%-21,577
UBER TECHNOLOGIES INC(UBER)2,9373,034+97239,982218,2360.09%-21,746
VANGUARD INDEX FDS4714710229,782205,7280.08%-24,054
VANGUARD INTL EQUITY INDEX F285,845283,862-1,98315,367,02415,342,7386.08%-24,286
FIDELITY COVINGTON TRUST6,9806,9800586,041559,0980.22%-26,943
AMERICAN CENTY ETF TR4,4423,949-493365,665335,0330.13%-30,632
JPMORGAN CHASE & CO(JPM)1,1141,1140358,953327,6940.13%-31,259
ELI LILLY & CO(LLY)2502500268,670229,9430.09%-38,727
STATE STR SPDR S&P 500 ETF T(SPY)1,2591,2590858,537818,7780.32%-39,759
PROGRESSIVE CORP(PGR)1,4331,4330326,323284,0780.11%-42,245
BERKSHIRE HATHAWAY INC DEL2,0502,05001,030,433982,3600.39%-48,073
STRATEGY INC(MSTR)1,7971,7970273,054224,2660.09%-48,788
VANGUARD INDEX FDS1,031996-35646,459595,0490.24%-51,410
ISHARES SILVER TR(SLV)6,6825,512-1,170430,454375,5880.15%-54,866
AUTOMATIC DATA PROCESSING IN1,0461,0460269,063212,5260.08%-56,537
HUNTINGTON BANCSHARES INC(HBAN)16,53914,661-1,878286,945229,4390.09%-57,506
MICROSOFT CORP(MSFT)571581+10276,233215,1370.09%-61,096
ISHARES TR
MSCI USA MIN ETF
7,1416,563-578672,397608,6530.24%-63,744
J P MORGAN EXCHANGE TRADED F
DIV RTN INT EQ
16,21314,514-1,6991,104,7671,033,9770.41%-70,790
NEWMONT CORP(NEM)4,7803,744-1,036477,283405,2880.16%-71,995
AMAZON COM INC(AMZN)3,3613,3610775,786699,9950.28%-75,791
AMPLIFY ETF TR23,60522,137-1,4681,541,4291,462,7820.58%-78,647
ISHARES TR1,8121,8120857,620772,6370.31%-84,983
BROADRIDGE FINL SOLUTIONS IN(BR)1,4801,4800330,292240,4700.10%-89,822
TESLA INC(TSLA)971915-56436,678340,1510.13%-96,527
SPDR GOLD TR(GLD)22,41220,394-2,0188,882,0018,775,3343.48%-106,667
NUSHARES ETF TR
NUVEEN ESG SMLCP
41,97539,119-2,8561,874,1841,762,7020.70%-111,482
VANGUARD INDEX FDS10,9409,797-1,1432,089,4691,922,2110.76%-167,258
GOLDMAN SACHS ETF TR17,55017,078-4722,323,1002,136,9770.85%-186,123
ORACLE CORP(ORCL)4,2444,2440827,241624,3670.25%-202,874
GMO ETF TRUST
US QUALITY ETF
420,793440,926+20,13316,183,69915,952,7036.32%-230,996
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
36,89233,190-3,7022,210,9141,976,4650.78%-234,449
EMERSON ELEC CO(EMR)1,8360-1,836243,6820-243,682
CACI INTL INC(CACI)4630-463246,6910-246,691
ISHARES TR
LOW CA OP MS ETF
15,04114,248-7933,467,4793,174,6471.26%-292,832
META PLATFORMS INC(META)4500-450297,1010-297,101
ISHARES TR2,7010-2,701324,6060-324,606
SPDR INDEX SHS FDS
ST STR PO EX ETF
7,3220-7,322325,1700-325,170
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
6,6810-6,681337,9660-337,966
SPDR SERIES TRUST
ST STR SP500FF
71,32268,884-2,4384,007,5833,652,9181.45%-354,665
VANGUARD WORLD FD36,28535,631-6544,389,0344,000,2921.58%-388,742
SPDR INDEX SHS FDS8,8080-8,808444,5050-444,505
GE AEROSPACE(GE)4,9073,751-1,1561,511,5031,064,4210.42%-447,082
GOLDMAN SACHS ETF TR79,49368,242-11,2513,413,4292,943,2771.17%-470,152
APPLE INC(AAPL)15,57312,532-3,0414,233,6813,180,5011.26%-1,053,180
ISHARES TR
MSCI USA QLT FCT
48,78944,828-3,9619,690,4688,598,3933.41%-1,092,075
ISHARES TR
MSCI USA VALUE
254,278236,423-17,85534,767,46233,617,01913.32%-1,150,443
SPDR INDEX SHS FDS
ST PORT MARK ETF
36,9220-36,9221,728,3190-1,728,319
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